Sowell Financial Services’s BJs Wholesale Club BJ Stock Holding History

Sowell Financial Services’s Portfolio BJ Stock Details BJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,172	Closed	-$214K	–	1166
2026 Q1	$214K	Sell	2,172 -194	-8%	-$18.7K	0.01%	1015
2025 Q4	$213K	Buy	+2,366	New	+$217K	0.01%	1003
2025 Q3	–	Sell	-4,348	Closed	-$469K	–	1082
2025 Q2	$469K	Sell	4,348 -184	-4%	-$21K	0.02%	627
2025 Q1	$517K	Buy	+4,532	New	+$467K	0.02%	576
2021 Q2	–	Sell	-99	Closed	-$5K	–	784
2021 Q1	$5K	Sell	99 -606	-86%	-$25.4K	﹤0.01%	2580
2020 Q4	$26K	Buy	705 +582	+473%	+$23.3K	﹤0.01%	1624
2020 Q3	$5K	Buy	123 +35	+40%	+$1.45K	﹤0.01%	1978
2020 Q2	$3K	Sell	88 -87	-50%	-$2.67K	﹤0.01%	2027
2020 Q1	$4K	Hold	175	–	–	﹤0.01%	1870
2019 Q4	$4K	Hold	175	–	–	﹤0.01%	1946
2019 Q3	$5K	Buy	+175	New	+$4.36K	﹤0.01%	1745

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's BJ Position: Q2 2026 in Review

Sowell Financial Services sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 2,172 shares — an estimated $214K sold.

Sowell Financial Services first reported a position in BJ in Q3 2019 and held it in 11 quarters. The position peaked at $517K in Q1 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Sowell Financial Services reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 2,172 BJs Wholesale Club shares in Q2 2026, an estimated $214K.
Sowell Financial Services first reported a position in BJs Wholesale Club in Q3 2019 and held it in 11 quarters.
Sowell Financial Services's BJs Wholesale Club position peaked at $517K in Q1 2025.
635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.